Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Don’t overlook the need for renter’s insurance if you rent your home.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Regardless of how you approach retirement, there are some things about it that might surprise you.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?